 | |
Jefferies Group13F | |
| Leucadia National | |
| Last update 2025-02-28 | 1436 Stocks (418 new) |
| Value $16.40 Bil | Turnover 30 % |
Jefferies Group Profile
Harvard graduates Ian Cummings and Joseph S. Steinberg gained control of Talcott National Corporation in 1980 and renamed it Leucadia National. In 2013, the company was acquired by Jefferies Group, and Richard Handler became chief executive officer. The company was renamed to Jefferies Financial Group (JEF) in 2018.
Through its subsidiaries, Jefferies engages in investment banking, banking and lending, telecommunications, healthcare services, manufacturing, real estate and winery businesses, among others. The Jefferies Group segment offers a full range of investment banking, equities, fixed income, asset and wealth management products and services.
Through its subsidiaries, Jefferies engages in investment banking, banking and lending, telecommunications, healthcare services, manufacturing, real estate and winery businesses, among others. The Jefferies Group segment offers a full range of investment banking, equities, fixed income, asset and wealth management products and services.
Jefferies Group Investing Philosophy
Using a value investing approach, Jefferies buys distressed and out of favor companies at discount prices, revives them and sells them for a profit. The company’s strategy is as follows: don't overpay, buy companies that make products or provide services that people need or want, sheltered earnings are more valuable than taxed earnings, and once again, don't overpay.
Jefferies Group's Portfolio
Jefferies Group Current Holdings
| Ticker |
|---|
| Ticker |
CELH |
PENN |
CCI |
CLDX |
BRK.B |
FCX |
CCCS |
AGIO |
DYN |
CRDO |
APD |
GLNG |
AAOI |
PSX |
AEP |
TRGP |
WELL |
AKAM |
GPI |
KBE |
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
CELH | Celsius Holdings Inc | 55,436 | 1,460.2 | +23,489.79% | 0.010 | +0.01% | 0.020 | +42.57% | +39.48% | 9,469.2 | Beverages - Non-Alcoholic | |
PENN | PENN Entertainment Inc | 508,758 | 10,083.6 | +22,441.34% | 0.060 | +0.06% | 0.330 | -20.05% | -18.52% | 2,470.1 | Travel & Leisure | |
CCI | Crown Castle Inc | 480,030 | 43,567.5 | +13,717.79% | 0.270 | +0.27% | 0.110 | +15.12% | +12.24% | 43,626.1 | REITs | |
CLDX | Celldex Therapeutics Inc | 2,390,398 | 60,405.4 | +11,282.85% | 0.370 | +0.37% | 3.600 | -18.53% | -22.56% | 1,299.1 | Biotechnology | |
BRK.B | Berkshire Hathaway Inc | 111,223 | 50,415.2 | +11,112.00% | 0.310 | +0.31% | 0.010 | +14.63% | +17.14% | 1,145,088.1 | Insurance | |
FCX | Freeport-McMoRan Inc | 564,246 | 21,486.5 | +11,022.53% | 0.130 | +0.13% | 0.040 | -0.78% | -1.10% | 52,290.0 | Metals & Mining | |
CCCS | CCC Intelligent Solutions Holdings Inc | 4,951,387 | 58,079.8 | New Holding | 0.350 | +0.35% | 0.750 | -21.04% | -23.53% | 5,910.7 | Software | |
AGIO | Agios Pharmaceuticals Inc | 1,500,000 | 49,290.0 | New Holding | 0.300 | +0.30% | 2.620 | -14.54% | -10.38% | 1,687.4 | Biotechnology | |
DYN | Dyne Therapeutics Inc | 1,800,000 | 42,408.0 | New Holding | 0.260 | +0.26% | 1.770 | -19.39% | -53.06% | 1,256.8 | Biotechnology | |
CRDO | Credo Technology Group Holding Ltd | 444,446 | 29,871.2 | New Holding | 0.180 | +0.18% | 0.270 | -45.72% | -35.01% | 7,416.9 | Semiconductors | |
APD | Air Products & Chemicals Inc | 82,658 | 23,974.1 | New Holding | 0.150 | +0.15% | 0.040 | -18.38% | -6.77% | 59,425.5 | Chemicals | |
GLNG | Golar LNG Ltd | 576,413 | 24,393.8 | New Holding | 0.150 | +0.15% | 0.550 | +1.23% | -3.98% | 4,217.3 | Oil & Gas | |
AAOI | Applied Optoelectronics Inc | 633,600 | 23,354.5 | New Holding | 0.140 | +0.14% | 1.280 | -59.07% | -65.93% | 631.1 | Hardware | |
PSX | Phillips 66 | 202,089 | 23,024.0 | New Holding | 0.140 | +0.14% | 0.050 | -13.91% | -7.92% | 42,361.3 | Oil & Gas | |
AEP | American Electric Power Co Inc | 192,104 | 17,717.8 | New Holding | 0.110 | +0.11% | 0.040 | +9.74% | +16.81% | 56,997.8 | Utilities - Regulated | |
TRGP | Targa Resources Corp | 94,196 | 16,814.0 | New Holding | 0.100 | +0.10% | 0.040 | -14.73% | -0.13% | 38,647.5 | Oil & Gas | |
WELL | Welltower Inc | 129,000 | 16,257.9 | New Holding | 0.100 | +0.10% | 0.020 | +7.95% | +17.13% | 95,749.8 | REITs | |
AKAM | Akamai Technologies Inc | 149,500 | 14,299.7 | New Holding | 0.090 | +0.09% | 0.100 | -18.33% | -16.58% | 11,658.5 | Software | |
GPI | Group 1 Automotive Inc | 31,000 | 13,065.9 | New Holding | 0.080 | +0.08% | 0.230 | -9.46% | -3.43% | 5,285.7 | Vehicles & Parts | |
KBE | SPDR S&P Bank ETF | 242,783 | 13,467.2 | New Holding | 0.080 | +0.08% | 0.510 | -13.40% | -9.32% | 1,572.0 |
Total 1710
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